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Quaker Global Tactical Allocation Fund;A

Ranked 29 out of 29 in Global Large-Cap Growth over 12 months

All calculations are in USD unless stated

The Fund seeks to provide long-term growth of capital. The Fund seeks to Invests its assets in common stocks of U.S. companies and common stocks and American depository receipts ("ADRs") of foreign companies without regard to market capitalization.

sector performance

Global Large-Cap Growth
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Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 5.1% 3.5% -0.4% 0.2% 1.7%
2016 -5.5% -7.3% -1.6% 6.4% -2.7%
2015 0.5% 4.0% 2.0% -11.0% 6.3%
2014 9.1% -0.4% 5.6% 0.2% 3.5%
2013 33.9% 10.5% 1.1% 9.3% 9.7%
2012 10.7% 12.2% -5.4% 2.4% 1.9%
2011 -8.2% 4.0% -1.2% -14.9% 5.0%
2010 15.5% 6.3% -12.0% 8.6% 13.7%
2009 19.7% -8.3% 10.7% 17.5% 0.3%
2008 -32.1% -23.6%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/05/2008
  • Share Class size02Mn
  • Base currencyUSD
  • ISINUS7469353376

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment100

Charges

  • Annual management0.75%
  • Initial investment5.5